AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SB

Shelby L. Bruckner

BRIDGES INVESTMENT MANAGEMENT
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 6049601
SB

Professional summary

Shelby Lynn Bruckner, CFP®, who also goes by Shelby Lynn Corbaley, is a registered financial advisor currently at BRIDGES INVESTMENT MANAGEMENT INC located in Omaha, Nebraska.

Shelby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Shelby has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shelby Lynn Corbaley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Bridges Trust Company, Investment related, 13333 California St Suite 500 Omaha NE 68154, Trust Company, Officer, August 2023, 5 hours per month, 5 hours per month during trading hours, Portfolio Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelby Lynn Bruckner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

February 11, 2021 - Present

BRIDGES INVESTMENT MANAGEMENT INC

Office #1: 13333 California St Suite 500, Omaha, NE 68154
RIA
CRD#: 108028
Omaha, NE
Past

November 29, 2017 - December 22, 2020

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OMAHA, NE
Past

September 8, 2017 - December 22, 2020

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OMAHA, NE
Past

February 28, 2013 - September 6, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Omaha, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BRIDGES INVESTMENT MANAGEMENT INC
BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA
Registered Investment Advisory firm - (12/9/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(2/12/2021)
IAR
Texas
(2/11/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/18/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/27/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/27/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BI
BRIDGES INVESTMENT MANAGEMENT INC
BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA
Registered Investment Advisory firm - (12/9/1999 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
13333 California St Suite 500, Omaha, NE 68154
Mailing Address
Po Box 542021, Omaha, NE 68154-8021
Phone number
(402) 397-4700
Established
Firm type
Fiscal year end
# of Employees
79

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (3/31/2025)
ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,870
AUM (Assets Under Management)$ 10,380,538,213

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/13/2025
Cover Page
Report
12/20/2024
Cover Page
Report
11/28/2023
Cover Page
Report
10/27/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIDGES INVESTMENT MANAGEMENT INC

CRD#: 108028Omaha, NE 68154

TRUST BUT VERIFY

Monitor Shelby Bruckner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Byron O Smith
Byron SmithAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
OMAHA, NE
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.